Diversify Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,301 shares of VBR stock, worth $3.08 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,301
Previous 15,213
0.58%
Holding current value
$3.08 Million
Previous $3.04 Billion
1.78%
% of portfolio
0.23%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,662Shares Held
99.6MCall Options Held
53.2KPut Options Held
18.8K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$885 Million4.76% of portfolio
-
Assetmark, Inc4MShares$804 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio